HI

Hudock Inc Portfolio holdings

AUM $658M
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$658M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$9.49M
3
+$7.98M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$2.7M
5
NWBI icon
Northwest Bancshares
NWBI
+$2.29M

Top Sells

1
+$18.1M
2
+$11.3M
3
+$7.59M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$7.47M
5
PWOD
Penns Woods Bancorp
PWOD
+$2.3M

Sector Composition

1 Financials 6.15%
2 Technology 5.32%
3 Industrials 1.89%
4 Healthcare 1.8%
5 Consumer Staples 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KO icon
51
Coca-Cola
KO
$310B
$1.78M 0.27%
26,820
+106
GOOG icon
52
Alphabet (Google) Class C
GOOG
$3.8T
$1.74M 0.26%
7,138
-459
VZ icon
53
Verizon
VZ
$172B
$1.68M 0.26%
38,255
-1,587
AMGN icon
54
Amgen
AMGN
$182B
$1.65M 0.25%
5,861
+39
SOFI icon
55
SoFi Technologies
SOFI
$35B
$1.55M 0.24%
58,563
-4,732
MCD icon
56
McDonald's
MCD
$216B
$1.45M 0.22%
4,765
+21
VTI icon
57
Vanguard Total Stock Market ETF
VTI
$562B
$1.36M 0.21%
4,145
-159
XLV icon
58
Health Care Select Sector SPDR Fund
XLV
$40.3B
$1.28M 0.19%
9,211
-156
WMT icon
59
Walmart
WMT
$889B
$1.27M 0.19%
12,301
-381
ARTY
60
iShares Future AI & Tech ETF
ARTY
$1.94B
$1.23M 0.19%
26,898
+106
GOOGL icon
61
Alphabet (Google) Class A
GOOGL
$3.8T
$1.2M 0.18%
4,950
+134
VXUS icon
62
Vanguard Total International Stock ETF
VXUS
$111B
$1.19M 0.18%
16,251
+1,248
META icon
63
Meta Platforms (Facebook)
META
$1.62T
$1.18M 0.18%
1,612
+44
GS icon
64
Goldman Sachs
GS
$243B
$1.13M 0.17%
1,419
+61
GLD icon
65
SPDR Gold Trust
GLD
$142B
$1.1M 0.17%
3,099
-2
XLP icon
66
Consumers Staples Select Sector SPDR Fund
XLP
$15.3B
$1.03M 0.16%
13,140
+459
PEP icon
67
PepsiCo
PEP
$204B
$994K 0.15%
7,079
+70
HL icon
68
Hecla Mining
HL
$11.5B
$993K 0.15%
82,076
+34
VTEB icon
69
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.2B
$991K 0.15%
19,789
+11,700
VTV icon
70
Vanguard Value ETF
VTV
$152B
$968K 0.15%
5,190
+1,744
PFE icon
71
Pfizer
PFE
$144B
$965K 0.15%
37,875
-418
MGV icon
72
Vanguard Mega Cap Value ETF
MGV
$10.4B
$937K 0.14%
6,802
+52
HD icon
73
Home Depot
HD
$356B
$908K 0.14%
2,241
-11
LMT icon
74
Lockheed Martin
LMT
$102B
$906K 0.14%
1,814
-10
RTX icon
75
RTX Corp
RTX
$225B
$895K 0.14%
5,350
+4
1 2
3
4 5